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Southern Missouri Bancorp
SMBC

66 hedge funds and large institutions have $153M invested in Southern Missouri Bancorp in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less capital invested

Capital invested by funds: $161M → $153M (-$7.29M)

2.44% less ownership

Funds ownership: 49.7% → 47.26% (-2.4%)

6% less funds holding

Funds holding: 70 → 66 (-4)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
1
Increased
19
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$664K
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$284K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$247K
4
Renaissance Technologies
Renaissance Technologies
New York
+$245K
5
FCM
FJ Capital Management
Virginia
+$137K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$935K
2
AL
AJO LP
Pennsylvania
-$754K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$342K
4
Deutsche Bank
Deutsche Bank
Germany
-$220K
5
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$651K – – –
Charles Schwab
27
Charles Schwab
California
$650K +$92.3K +2,500 +16%
First Trust Advisors
28
First Trust Advisors
Illinois
$617K +$6.83K +185 +1%
Morgan Stanley
29
Morgan Stanley
New York
$582K -$10.6K -287 -2%
SB
30
Simmons Bank
Arkansas
$549K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$452K – – –
SMC
32
Smith, Moore & Co
Missouri
$451K -$295 -8 -0.1%
Bessemer Group
33
Bessemer Group
New Jersey
$417K -$11.1K -300 -3%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$387K – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$378K -$15.6K -421 -4%
TA
36
Teachers Advisors
New York
$362K – – –
Wells Fargo
37
Wells Fargo
California
$361K +$14.8K +402 +4%
OAM
38
Oxford Asset Management
United Kingdom
$353K +$25K +676 +8%
Millennium Management
39
Millennium Management
New York
$353K +$115K +3,107 +47%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$253K – – –
RC
41
RBF Capital
California
$220K – – –
Invesco
42
Invesco
Georgia
$204K -$935K -25,315 -82%
AllianceBernstein
43
AllianceBernstein
Tennessee
$201K +$3.69K +100 +2%
AIG
44
American International Group
New York
$159K -$8.64K -234 -5%
US Bancorp
45
US Bancorp
Minnesota
$146K – – –
MIM
46
MetLife Investment Management
New Jersey
$131K – – –
Bank of America
47
Bank of America
North Carolina
$110K +$35.6K +963 +47%
SO
48
STRS Ohio
Ohio
$106K – – –
HCM
49
Highlander Capital Management
New Jersey
$103K -$43.1K -1,166 -29%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$91.6K – – –
1
2
3

SMBC Hedge Fund Activity: Q1 2018 in Review

66 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2018, worth a combined $153M — down 4.5% from $161M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SMBC and 1 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 19 added.

The largest buyer was Vanguard Group, adding an estimated $664K. The largest seller was Invesco, cutting an estimated $935K.

  • 66 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2018, down from 70 in Q4 2017.
  • Funds reported $153M of Southern Missouri Bancorp stock for Q1 2018, down 4.5% quarter-over-quarter.
  • 1 fund opened new Southern Missouri Bancorp positions in Q1 2018 and 5 closed out, a net change of -4 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2018 was Vanguard Group, an estimated $664K added.
  • The largest Southern Missouri Bancorp seller in Q1 2018 was Invesco, an estimated $935K sold.

Based on aggregated 13F filings for Q1 2018.